Pensionmark Financial Group, LLC First Trust Water ETF Transaction History

Pensionmark Financial Group, LLC

  • $1.54 Billion
  • Q2 2024

A detailed history of Pensionmark Financial Group, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 5,828 shares of FIW stock, worth $613,571. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,828
Previous 4,277 36.26%
Holding current value
$613,571
Previous $436,000 33.49%
% of portfolio
0.04%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$96.61 - $107.24 $149,842 - $166,329
1,551 Added 36.26%
5,828 $582,000
Q1 2024

May 15, 2024
BUY
$91.05 - $102.1 $389,420 - $436,681
4,277 New
4,277 $436,000

Others Institutions Holding FIW

# of Institutions
281
Shares Held
8.12M
Call Options Held
2.9K
Put Options Held
3.3K
View Full List

About FIRST TRUST WATER ETF

FIW Quotes by TradingView
  • Ticker FIW
  • Sector ETFs
  • Industry ETFs
More about FIW
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email